Limina IMS Insights

ep7: Streamlining Asset Management Operations: Insights and Strategies

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In this episode Limina co-founder & CEO Kristoffer Fürst sits down with Carl-Fredrik Svensson, former asset management operations manager turned co-founder of Daymi, to delve into the realm of investment operations. In this episode, they explore the necessity of investment operations software and the transformative impact it can have on asset management processes.

Key highlights from their discussion include:

  • The Need for Investment Operations Software: Carl-Fredrik shares insights from his experience managing operations for a diverse portfolio of funds, highlighting the challenges of maintaining efficiency and compliance without adequate software support.
  • Introduction to Daymi’s Middle Office Platform: Discover how Daymi’s innovative approach to task management within asset management operations is revolutionising the industry, offering real-time process oversight and enhancing operational due diligence.
  • Balancing Automation and Human Expertise: The conversation explores the concept of exception-based workflows and underscores the significance of maintaining a harmonious equilibrium between automation and human intervention in asset management processes.
  • Measuring Success in Operations: Conventional metrics in operations management are questioned, with a call to embrace positive measures that highlight the achievements and efficiency of operational processes.

    • Tune in to gain valuable insights into optimising investment operations, empowering operational teams, and embracing technology to drive success in asset management.

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    Limina IMS InsightsBy Limina IMS